See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $766,025 | $167,307+357.9% | $143,757+432.9% | $134,475+469.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.11% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $29,687 | $5,619+428.3% | $4,951+499.6% | $4,740+526.4% |
| Participant deferral / active EE | $22,626 | $6,446+251.0% | $5,637+301.4% | $6,400+253.5% |
| Admin fee / account holder | $107,331 | $18,088+493.4% | $14,673+631.5% | $11,426+839.4% |